Overview

Enable your agents to manage tasks, projects, and productivity workflows through ClickUp. Create and update tasks, organize projects, manage team assignments, and streamline your productivity management with AI-powered automation.

Prerequisites

Before using the ClickUp integration, ensure you have:

Setting Up ClickUp Integration

1. Connect Your ClickUp Account

  1. Navigate to CrewAI Enterprise Integrations
  2. Find ClickUp in the Authentication Integrations section
  3. Click Connect and complete the OAuth flow
  4. Grant the necessary permissions for task and project management
  5. Copy your Enterprise Token from Account Settings

2. Install Required Package

uv add crewai-tools

Available Actions

Usage Examples

Basic ClickUp Agent Setup

from crewai import Agent, Task, Crew
from crewai_tools import CrewaiEnterpriseTools

# Get enterprise tools (ClickUp tools will be included)
enterprise_tools = CrewaiEnterpriseTools(
    enterprise_token="your_enterprise_token"
)

# Create an agent with ClickUp capabilities
clickup_agent = Agent(
    role="Task Manager",
    goal="Manage tasks and projects in ClickUp efficiently",
    backstory="An AI assistant specialized in task management and productivity coordination.",
    tools=[enterprise_tools]
)

# Task to create a new task
create_task = Task(
    description="Create a task called 'Review Q1 Reports' in the Marketing list with high priority",
    agent=clickup_agent,
    expected_output="Task created successfully with task ID"
)

# Run the task
crew = Crew(
    agents=[clickup_agent],
    tasks=[create_task]
)

crew.kickoff()

Filtering Specific ClickUp Tools

from crewai_tools import CrewaiEnterpriseTools

# Get only specific ClickUp tools
enterprise_tools = CrewaiEnterpriseTools(
    enterprise_token="your_enterprise_token",
    actions_list=["clickup_create_task", "clickup_update_task", "clickup_search_tasks"]
)

task_coordinator = Agent(
    role="Task Coordinator",
    goal="Create and manage tasks efficiently",
    backstory="An AI assistant that focuses on task creation and status management.",
    tools=enterprise_tools
)

# Task to manage task workflow
task_workflow = Task(
    description="Create a task for project planning and assign it to the development team",
    agent=task_coordinator,
    expected_output="Task created and assigned successfully"
)

crew = Crew(
    agents=[task_coordinator],
    tasks=[task_workflow]
)

crew.kickoff()

Advanced Project Management

from crewai import Agent, Task, Crew
from crewai_tools import CrewaiEnterpriseTools

enterprise_tools = CrewaiEnterpriseTools(
    enterprise_token="your_enterprise_token"
)

project_manager = Agent(
    role="Project Manager",
    goal="Coordinate project activities and track team productivity",
    backstory="An experienced project manager who ensures projects are delivered on time.",
    tools=[enterprise_tools]
)

# Complex task involving multiple ClickUp operations
project_coordination = Task(
    description="""
    1. Get all open tasks in the current space
    2. Identify overdue tasks and update their status
    3. Create a weekly report task summarizing project progress
    4. Assign the report task to the team lead
    """,
    agent=project_manager,
    expected_output="Project status updated and weekly report task created and assigned"
)

crew = Crew(
    agents=[project_manager],
    tasks=[project_coordination]
)

crew.kickoff()

Task Search and Management

from crewai import Agent, Task, Crew
from crewai_tools import CrewaiEnterpriseTools

enterprise_tools = CrewaiEnterpriseTools(
    enterprise_token="your_enterprise_token"
)

task_analyst = Agent(
    role="Task Analyst",
    goal="Analyze task patterns and optimize team productivity",
    backstory="An AI assistant that analyzes task data to improve team efficiency.",
    tools=[enterprise_tools]
)

# Task to analyze and optimize task distribution
task_analysis = Task(
    description="""
    Search for all tasks assigned to team members in the last 30 days,
    analyze completion patterns, and create optimization recommendations
    """,
    agent=task_analyst,
    expected_output="Task analysis report with optimization recommendations"
)

crew = Crew(
    agents=[task_analyst],
    tasks=[task_analysis]
)

crew.kickoff()

Getting Help

Need Help?

Contact our support team for assistance with ClickUp integration setup or troubleshooting.